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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
376
Mayflower Financial Advisors
Massachusetts
$2.27M -$2.4K -23 -0.1%
IFG
377
Independent Financial Group
California
$2.27M -$159K -1,517 -7%
ZIC
378
ZWJ Investment Counsel
Georgia
$2.26M -$13.9K -133 -0.6%
KCA
379
Karn Couzens & Associates
Connecticut
$2.25M -$221K -2,116 -9%
SI
380
Stephens Inc
Arkansas
$2.2M +$314 +3 +0%
AW
381
ACG Wealth
Georgia
$2.2M -$8.88K -85 -0.4%
OIA
382
OneDigital Investment Advisors
Kansas
$2.2M -$166K -1,586 -7%
PI
383
Parkside Investments
Illinois
$2.17M +$30.3K +290 +1%
GWM
384
GSB Wealth Management
Connecticut
$2.16M +$2.11M +20,162 New
ATPW
385
Ashton Thomas Private Wealth
Arizona
$2.15M +$1.67M +15,971 +384%
FPCG
386
Fort Pitt Capital Group
Pennsylvania
$2.14M -$7.21K -69 -0.3%
PP
387
Prosperity Planning
Missouri
$2.11M +$4.6K +44 +0.2%
FC
388
Financial Consulate
Maryland
$2.09M
JIC
389
Joel Isaacson & Co
New York
$2.08M +$14.8K +142 +0.7%
RCG
390
Regatta Capital Group
California
$2.08M +$2.03M +19,469 New
WH
391
Whitcomb & Hess
Ohio
$2.03M +$29.3K +280 +1%
AWE
392
Avidian Wealth Enterprises
Texas
$2.02M +$757K +7,239 +62%
SAM
393
Satovsky Asset Management
New York
$2.02M +$66.1K +632 +3%
FC
394
Ferris Capital
Massachusetts
$1.99M -$27.5K -263 -1%
OFG
395
Oxford Financial Group
Indiana
$1.96M
CP
396
Capital Planning
Washington
$1.96M +$107K +1,026 +6%
EW
397
Evoke Wealth
California
$1.9M +$314 +3 +0%
MA
398
Mutual Advisors
Nebraska
$1.9M +$330K +3,154 +22%
TP
399
Tranquility Partners
Tennessee
$1.89M +$123K +1,175 +7%
TFM
400
TFC Financial Management
Massachusetts
$1.87M +$400K +3,827 +28%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.